§ 13F · FUND PROFILE
Stone Wealth Partners.
AUM · $137M (13F)Positions · 63Turnover · n/a · Q2Filed · Jul 16, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$7M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPYG | SPDR SERIES TRUST | 134K | $16M | 11.6% | −1% |
| 2 | VOO | VANGUARD INDEX FDS | 15K | $11M | 7.8% | +8% |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | 10K | $7M | 5.4% | −3% |
| 4 | VTV | VANGUARD INDEX FDS | 27K | $6M | 4.3% | +2% |
| 5 | MINT | PIMCO ETF TR | 56K | $6M | 4.1% | +9% |
| 6 | AGG | ISHARES TR | 55K | $5M | 4.0% | −5% |
| 7 | MGK | VANGUARD WORLD FD | 61K | $5M | 3.9% | +421% |
| 8 | IJT | ISHARES TR | 27K | $5M | 3.5% | +3% |
| 9 | IWP | ISHARES TR | 27K | $4M | 2.9% | +5% |
| 10 | VEA | VANGUARD TAX-MANAGED FDS | 55K | $4M | 2.9% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE STONE SIGNAL
AC read
Stone Wealth Partners is a Other fund managing $137 million in assets. The fund runs a portfolio of 63 positions.
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